Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$19K Sell
1,120
-21,033
-95% -$357K 0.01% 531
2023
Q4
$358K Buy
22,153
+21,959
+11,319% +$355K 0.03% 296
2023
Q3
$3K Sell
194
-3,161
-94% -$48.9K ﹤0.01% 1207
2023
Q2
$58K Sell
3,355
-7,402
-69% -$128K 0.01% 580
2023
Q1
$172K Sell
10,757
-79
-0.7% -$1.26K 0.02% 388
2022
Q4
$159K Buy
10,836
+2,171
+25% +$31.9K 0.01% 499
2022
Q3
$144K Buy
8,665
+52
+0.6% +$864 0.01% 562
2022
Q2
$109K Buy
8,613
+3,352
+64% +$42.4K 0.01% 644
2022
Q1
$93K Sell
5,261
-7,262
-58% -$128K ﹤0.01% 830
2021
Q4
$367K Buy
12,523
+462
+4% +$13.5K 0.02% 484
2021
Q3
$335K Buy
+12,061
New +$335K 0.02% 526
2021
Q2
Sell
-6,000
Closed -$296K 2206
2021
Q1
$296K Buy
+6,000
New +$296K 0.01% 536